WFG Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

WFG Advisors’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-557	Closed	-$11K	–	1609
2015 Q3	$11K	Hold	557	–	–	﹤0.01%	1068
2015 Q2	$11K	Sell	557 -550	-50%	-$11.3K	﹤0.01%	1158
2015 Q1	$23K	Buy	+1,107	New	+$23.2K	0.01%	942
2014 Q2	–	Sell	-172	Closed	-$3K	–	2014
2014 Q1	$3K	Hold	172	–	–	﹤0.01%	1739
2013 Q4	$3K	Hold	172	–	–	﹤0.01%	1874
2013 Q3	$3K	Hold	172	–	–	﹤0.01%	1844
2013 Q2	$4K	Buy	+172	New	+$3.86K	﹤0.01%	1723

Other funds holding HPF

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

WFG Advisors's HPF Position: Q4 2015 in Review

WFG Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2015, closing a stake of 557 shares — an estimated $11K sold.

WFG Advisors first reported a position in HPF in Q2 2013 and held it in 7 quarters. The position peaked at $23K in Q1 2015. 51 funds tracked by Wall St. Rank hold HPF as of Q4 2015.

WFG Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q4 2015 after selling out during the quarter.
WFG Advisors sold 557 John Hancock Preferred Income Fund II shares in Q4 2015, an estimated $11K.
WFG Advisors first reported a position in John Hancock Preferred Income Fund II in Q2 2013 and held it in 7 quarters.
WFG Advisors's John Hancock Preferred Income Fund II position peaked at $23K in Q1 2015.
51 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.